Senior Financial Planning Specialist

2 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia WeLink Advisory Full time

WeLink Advisory is seeking a talented Senior Financial Planning Specialist to join our team.

In this role, you will be responsible for providing expert advice on financial planning, investments, and finance to clients. This includes:

  • Creating personalized financial plans that meet client goals and objectives
  • Conducting regular reviews and updates to ensure plans remain relevant and effective
  • Developing and maintaining strong relationships with clients and colleagues
  • Staying up-to-date with industry trends and developments to provide informed guidance

If you are a strategic thinker with exceptional communication skills and a passion for finance, we encourage you to apply.



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